Fund HoldingsBeutel, Goodman & Co Ltd.

Total Portfolio Value
$17.35M
Total Bought
$1.52M
Total Sold
$1.99M
Net Transaction
-$465.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BlackRock(BLK)0246,539+246,53902331.34%+233
Chubb Limited
COM
1,007,7981,280,901+273,1032783872.23%+108
Amgen Inc(AMGN)1,272,4251,399,279+126,8543324362.51%+104
Westinghouse Air Brake Technologies(WAB)1,081,9431,558,859+476,9162052831.63%+78
Nutrien(NTR)5,701,8126,223,537+521,7252553091.78%+54
Medtronic PLC(MDT)4,721,7004,792,057+70,3573774312.48%+53
Ebay Inc(EBAY)7,025,7707,059,654+33,8844354782.76%+43
Comcast Corp(CCZ)10,964,01212,206,979+1,242,9674114502.60%+39
Amdocs Ltd(DOX)4,984,6815,055,808+71,1274244632.67%+38
Qualcomm(QCOM)2,441,5702,678,815+237,2453754112.37%+36
Kimberly Clark Corp(KMB)2,967,4262,988,189+20,7633894252.45%+36
TC Energy(TRP)6,645,0957,265,010+619,9153103431.98%+34
Cencora506,305510,776+4,4711141420.82%+28
Toronto Dominion Bk(TD)16,803,80715,320,394-1,483,4138949185.29%+24
The Campbells Company(CPB)6,925,3657,827,946+902,5812903121.80%+22
Alamos Gold In3,668,6183,303,328-365,29068880.51%+21
Restaurant Brands International(QSR)5,639,2375,798,567+159,3303673862.23%+19
GFL Environmental(GFL)6,265,9686,111,425-154,5432792951.70%+16
PPG Industries(PPG)3,338,3843,784,668+446,2843994142.39%+15
Microsoft(MSFT)50038,342+37,8420140.08%+14
Apple(AAPL)059,198+59,1980130.08%+13
Enbridge Inc.(ENB)0263,964+263,9640120.07%+12
Thomson Reuters Corp-NEW(TRI)067,001+67,0010120.07%+12
Pembina Pipeline Corp.(PBA)0255,681+255,6810100.06%+10
Brookfield Renewable Partners
PARTNERSHIP UNIT
1,125399,027+397,902090.05%+9
JPMorgan Chase & Co.(JPM)035,488+35,488090.05%+9
Fortis Inc(FTS)8,147,5417,605,491-542,0503383462.00%+8
BCE(BCE)409331,207+330,798080.04%+8
Johnson & Johnson(JNJ)045,276+45,276080.04%+8
Cisco Systems(CSCO)0119,720+119,720070.04%+7
Somnigroup International(SGI)2,070,9662,080,647+9,6811171250.72%+7
Johnson Controls International
SHS
082,305+82,305070.04%+7
Canadian Natural Resources Ltd.(CNQ)0202,820+202,820060.04%+6
Agnico-Eagle Mines Ltd.(AEM)053,381+53,381060.03%+6
Accenture PLC Ireland
SHS CLASS A
018,495+18,495060.03%+6
Taiwan Semiconductor Manufacturing(TSM)034,351+34,351060.03%+6
Novo Nordisk ADR(NVO)079,163+79,163050.03%+5
Honeywell Intl.(HON)025,135+25,135050.03%+5
Triple Flag Precious Metals(TFPM)2,134,1001,932,070-202,03032370.21%+5
Abbott Lab1,50034,798+33,298050.03%+4
Diageo PLC(DEO)041,875+41,875040.03%+4
Verizon Communications(VZ)096,005+96,005040.03%+4
TELUS(TU)0299,518+299,518040.02%+4
Canadian Imperial Bk(CM)1,54077,845+76,305040.03%+4
PepsiCo Inc(PEP)90027,725+26,825040.02%+4
3M Company(MMM)026,130+26,130040.02%+4
CostCo Wholesale(COST)03,892+3,892040.02%+4
Algonquin Power & Utilities0556,495+556,495030.02%+3
Imperial Oil(IMO)039,110+39,110030.02%+3
Eaton Corporation PLC(ETN)010,257+10,257030.02%+3
Alphabet(GOOG)76518,202+17,437030.02%+3
Procter & Gamble(PG)50014,615+14,115020.01%+2
Cenovus Energy(CVE)0156,127+156,127020.01%+2
Walt Disney(DIS)021,115+21,115020.01%+2
Wal-Mart Stores(WMT)023,361+23,361020.01%+2
Alphabet Inc. Cl A(GOOG)012,500+12,500020.01%+2
Mondelez Int'l Inc. 'A'(MDLZ)026,725+26,725020.01%+2
Thermo Fisher Scientific Inc.(TMO)02,943+2,943010.01%+1
CVS Health(CVS)019,240+19,240010.01%+1
Novartis(NVS)2,67513,720+11,045020.01%+1
Wells Fargo(WFC)016,515+16,515010.01%+1
Sprott Physical Silver T/U(PSLV)092,500+92,500010.01%+1
Chevron Corporation(CVX)05,727+5,727010.01%+1
Sprott Physical Gold T/U(PHYS)039,500+39,500010.01%+1
Newmont Mining Corp.(NEM)017,581+17,581010.00%+1
Emerson Electric Co(EMR)06,730+6,730010.00%+1
Citigroup(C)010,315+10,315010.00%+1
Health Care Select Sector SPDR
ST STR CARE ETF
04,622+4,622010.00%+1
Corning Inc.(GLW)014,700+14,700010.00%+1
Brookfield Infrastructure Partners L.P.
LP INT UNIT
018,014+18,014010.00%+1
Brookfield Renewable(BEPC)016,431+16,431000.00%0
Pfizer Inc.(PFE)017,825+17,825000.00%0
Union Pacific Corp.(UNP)01,875+1,875000.00%0
Invesco QQQ Trust0900+900000.00%0
Intel Corp.(INTC)017,075+17,075000.00%0
SAP SE ADR(SAP)01,150+1,150000.00%0
Wheaton Precious Metals Corp.(WPM)03,500+3,500000.00%0
iShares MSCI EAFE ETF41,08641,0860330.02%0
SPDR S&P 500 ETF Trust(SPY)0430+430000.00%0
Exxon Mobil Corp.02,000+2,000000.00%0
Sherwin Williams Co.(SHW)0650+650000.00%0
Colgate Palmolive(CL)02,300+2,300000.00%0
Waste Management Inc(WM)0800+800000.00%0
Shell ADR PLC(SHEL)02,100+2,100000.00%0
Berkshire Hathaway Inc. Cl. B0260+260000.00%0
Consolidated Edison(ED)01,200+1,200000.00%0
Home Depot(HD)0359+359000.00%0
BHP Group02,675+2,675000.00%0
Berkshire Hathaway110110.00%0
Morgan Stanley(MS)01,000+1,000000.00%0
McDonald's Corp.(MCD)0362+362000.00%0
Ecolab Inc.(ECL)0300+300000.00%0
CSX Corp.(CSX)02,400+2,400000.00%0
GSK PLC(GSK)12,70012,780+80000.00%0
Smith & Nephew(SNN)15,55515,655+100000.00%0
Visa Inc(V)0173+173000.00%0
Tesla Motors Inc.(TSLA)0225+225000.00%0
Meta Platforms Inc(META)0100+100000.00%0
IBM Corp.(IBM)0225+225000.00%0
ConocoPhillips(COP)0500+500000.00%0
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